Financial Network Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Financial Network Wealth Advisors’s Portfolio HELO Stock Details HELO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113K	Sell	1,670 -219	-12%	-$14.7K	0.11%	156
2026 Q1	$121K	Sell	1,889 -213	-10%	-$14.1K	0.12%	140
2025 Q4	$140K	Sell	2,102 -133	-6%	-$8.73K	0.15%	127
2025 Q3	$145K	Sell	2,235 -905	-29%	-$57.8K	0.16%	122
2025 Q2	$196K	Sell	3,140 -852	-21%	-$51.4K	0.24%	80
2025 Q1	$238K	Buy	3,992 +3,635	+1,018%	+$225K	0.31%	66
2024 Q4	$22.1K	Buy	+357	New	+$22.2K	0.04%	264
2024 Q3	–	Sell	-3,841	Closed	-$225K	–	896
2024 Q2	$225K	Buy	+3,841	New	+$217K	0.17%	124

Other funds holding HELO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Network Wealth Advisors's HELO Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its JPMorgan Hedged Equity Laddered Overlay ETF (HELO) stake by 12% in Q2 2026, selling an estimated $14.7K and leaving 1,670 shares worth $113K. The position accounts for 0.11% of the portfolio, ranked #156.

Financial Network Wealth Advisors first reported a position in HELO in Q2 2024 and has held it in 8 quarters since. The position peaked at $238K in Q1 2025. 390 funds tracked by Wall St. Rank hold HELO as of Q2 2026.

Financial Network Wealth Advisors held 1,670 shares of JPMorgan Hedged Equity Laddered Overlay ETF worth $113K as of Q2 2026.
Financial Network Wealth Advisors sold 219 JPMorgan Hedged Equity Laddered Overlay ETF shares in Q2 2026, an estimated $14.7K.
JPMorgan Hedged Equity Laddered Overlay ETF made up 0.11% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Financial Network Wealth Advisors first reported a position in JPMorgan Hedged Equity Laddered Overlay ETF in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's JPMorgan Hedged Equity Laddered Overlay ETF position peaked at $238K in Q1 2025.
390 funds tracked by Wall St. Rank held JPMorgan Hedged Equity Laddered Overlay ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.